Passes and memberships are plans now
Where the old Passes and Memberships pages went, and where to find what was on them in Plans.
Passes and memberships are sold as plans under Products → Plans. A pass is a pack plan (for example 10 visits, valid for 180 days) and a membership is a monthly or yearly plan. Plans add commitments, pauses, notice, member billing and joining online. See Create membership plans and packs.
The older Passes and Memberships pages are gone. Their addresses open Products → Plans, and the old loyalty overview opens Clients → Members.
Where things are now
| You used to | Now |
|---|---|
| Create a pass or a membership | Products → Plans, then New plan or Start from a template. |
| Issue a pass to a client | Clients → Members, then Sell a plan. Or open the client and click Sell a plan. |
| Follow subscribers | Clients → Members lists everyone with a plan, their status, next charge and visits left. |
| Use a pass to pay for a booking | Nothing to click: a pack's visit or a membership's member price applies when the booking is made. |
| Give a booking discount to members | Set Discount on other services % on the plan, or make it a Member price only plan. |
Your old passes and memberships
Everything from the old pages has moved to plans. Each membership and pass is a plan, and each subscriber or issued pass is a member on that plan under Clients → Members, with visits left and discounts kept. Old passes no longer pay for bookings on their own: the pack they became does.
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